Docs Team and access
Outside companies Professional
Let clients, consultants and subcontractors sign in and see only the projects they are on.
An outside company, whether a client, a subconsultant, an authority or a supplier, signs in to ProControl and sees only what you give it. Set them up in Setup › Access › Outside companies.
Add a company
- Choose Add a company.
- Who they are: the company’s name, a code, and when its access ends (left empty, it does not).
- Projects: add each project they work on.
- What they see: any of Progress, Tasks, Permits and The project chat, or the same as another company.
- Their people: the email addresses of the people who will sign in.
- Choose Add the company.
A preview shows what the company will see as you go. Let each person know to sign in with the address you added.
What they never see
Money, your team and other companies. Their tasks show without hours or costs.
Add each person’s address before they first sign in. Removing an address cuts that person off at once.